Tips from a Tax Preparer
Tax season is upon us! Watch our webinar: Tips from a Tax Preparer – Best Practices for the Upcoming Tax Season with Carson Group’s Director of Tax Planning Mike Valenti and Senior Wealth Planner Tom Fridrich, now available on-demand.
In this webinar, Valenti and Fridrich discuss:
- Tips for communicating with your tax professional
- Tips on gathering proper documentation to expedite the process
- Technical tips for special tax considerations, including (but not limited to) Roth conversions, charitable gifts, required minimum distributions and tax-loss harvesting
- …and more!
Head into the tax season confidently with best practices and tips from a tax preparer.
Fill out the form to watch the on-demand webinar today.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Mike Valenti is a non-registered associate of Cetera Advisor Networks. Tom is not affiliated with Cetera Advisor Networks. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
